Buy, Hold, Sell — What the Brokers Say
For the shortened week ending Friday April 14 there were three upgrades and eleven downgrades to ASX-listed companies by brokers in the FNArena database.
Monday Edition, 17 April 2023
Switzer on Saturday, 15 April 2023
Victory on inflation is near. Now, what about a recession?
It was a positive week for US and local stocks with the S&P500 up 1.28%, while we added 1.72% with the S&P/ASX 200. Friday brought a bit of negativity but there were some pluses that could be added to the improving inflation story.
Thursday Edition, 13 April 2023
Boom! Doom! Zoom! | 13th April 2023
Paul Rickard and Marcus Bogdan answer your questions on PLS, ANZ, S32, GMG & more!
The long & winding road that leads to investment success will never disappear
Who you are as an investor will determine what you do in coming months with your money and investments. And playing the short game will be harder than being a long-term investor.
Two ETFs for exposure to this copper megatrend
Copper has rallied over the past three years and is up 8% year-to-date. Here are two Exchange Traded Funds (ETFs) that I regard as a convenient way to buy into this mineral’s long-term future.
“HOT” stock – Commonwealth Bank (CBA)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says there are reasons to believe that there appears to be a solid low in place now for Commonwealth Bank (CBA) and that it should head higher from here.
Questions of the Week
Where can I get a good rate on a term deposit? Should I take part in HMC Capital’s (formerly Home Consortium) share purchase plan? Why isn’t Newcrest Mining trading closer to the implied takeover value? Do the broker analysts prefer BHP or Rio?
Switzer on Saturday, 8 April 2023
Are interest rate rises over? They should be!
Despite the fact that the big three US market indexes ended in positive territory overnight, this is the big question for investors right now: just how bad is this banking crisis?
Thursday Edition, 6 April 2023
Two alcohol-related stocks that stand out
My view is that Hotel Property Investments and Australian Vintage are worth watching.
“HOT” stock – Macquarie Group (MQG)
In our “HOT” stock column, Michael Gable, Managing Director of Fairmont Equities, says Evolution Mining (EVN) appears to be moving higher again and this is providing investors with another buying opportunity.
Questions of the Week
Should I “average down” and buy more EML Payments? Have term deposit rates peaked? What will happen to Suncorp now that the ACCC is set to block the sale to ANZ? How do broker analysts calculate target prices?
Boom! Doom! Zoom! | 6th April 2023
Paul Rickard and Michael Wayne answer your questions on PLS, MQG, HUB & more!
Monday Edition, 3 April 2023
Would we be April fools to trust this market rebound?
Will April shower us with good news for stocks? Maybe the history of April as a month for stocks could be a reason to risk going longer with your exposure to the share market.
Portfolios hold firm in choppy March
In my article today I look at how our portfolios have performed so far in 2023. To do so, I will start by examining how the overall market has fared.
HOT stock: Westpac (WBC)
In our “HOT” stock column today, Raymond Chan, Head of Asian Desk at Morgans, explains why he sees Westpac (WBC) as having the greatest potential for return on equity (ROE) improvement among the major banks.